How to draft new shares

Cap table | Securities | Shares | Drafts | New Share

Wendy Canady avatar
Written by Wendy Canady
Updated over a week ago

The Draft Shares tab is used to assign equity securities to individual shareholders and link to the relevant share terms, equity incentive plan (in the case of restricted shares), and financing round, as well as vesting schedule if applicable. This is the last step required before issuing shares to begin generating your cap table manually.

Navigate to the Draft Securities page to draft new shares

  1. Sign in to Cyndx and go to the Owner tab

  2. On the left-hand navigation bar, click the Securities drop down

  3. From the drop down menu, click on Draft Securities

  4. On the Draft Securities page, go to the Shares tab

  5. Click the + Draft New Share button

Draft New Shares

6. Enter share details

7. Click Create

Example

Draft New Shares

See also: After I draft shares, how do I issue drafted shares?


Related articles: How to edit, delete, and view drafted shares, and how to draft warrants, convertibles or options


Read more on shares in our Cap Table Glossary


โ€‹
โ€‹

Did this answer your question?